What are the steps to add and modify comments on my report within the Filio web user, and how can I effectively manage comments to enhance my report’s quality?
Access the Desired Report: Start by logging into Filio web account and locating the specific report you want to work on. Click on the report to open it.
Step 1:
Access the Comments Panel: On the right-hand side of the report interface, you’ll find the ‘Comments’ button in the sidebar. Click on it to access the comments panel. As soon as you click on comment you will activate the commenting cursor. Now you can place comments anywhere within the report.
Step 2:
Add a Comment: Click on the area within the report where you want to add a comment. A comment box will appear, allowing you to enter your comment.
Mention Teammates: To involve your teammates in the discussion or collaborate on the report, simply use the ‘@’ symbol followed by their name or username within the comment box. This will notify them and link them to the comment.
Step 3:
Modify Comments: To edit an existing comment, click on the comment you wish to modify. You will notice three dots (ellipses) next to the comment. Click on these dots to access a menu that allows you to edit, delete, or obtain a shareable link to the comment. Make your desired changes and save them as needed.
Manage Comments: You can view and manage all comments related to the report within the comments panel. This includes sorting, searching, and deleting comments as needed to streamline collaboration.